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Nadler Financial Group’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Nadler Financial Group’s Portfolio XLC Stock Details XLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$299K Buy
2,795
+60
+2% +$6.84K 0.03% 115
2026
Q1 		$303K Hold
2,735
– – 0.03% 109
2025
Q4 		$322K Sell
2,735
-420
-13% -$48.3K 0.03% 107
2025
Q3 		$373K Buy
3,155
+40
+1% +$4.45K 0.04% 96
2025
Q2 		$338K Hold
3,115
– – 0.03% 96
2025
Q1 		$300K Buy
3,115
+485
+18% +$48.4K 0.03% 94
2024
Q4 		$255K Hold
2,630
– – 0.03% 106
2024
Q3 		$238K Buy
+2,630
New +$227K 0.03% 106

Other funds holding XLC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AIIMS
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Nadler Financial Group's XLC Position: Q2 2026 in Review

Nadler Financial Group increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 2.2% in Q2 2026, buying an estimated $6.84K and bringing the position to 2,795 shares worth $299K. The position accounts for 0.03% of the portfolio, ranked #115.

Nadler Financial Group first reported a position in XLC in Q3 2024 and has held it in 8 quarters since. The position peaked at $373K in Q3 2025. 524 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Nadler Financial Group held 2,795 shares of State Street Communication Services Select Sector SPDR ETF worth $299K as of Q2 2026.
  • Nadler Financial Group bought 60 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $6.84K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.03% of Nadler Financial Group's portfolio in Q2 2026, its #115 holding.
  • Nadler Financial Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
  • Nadler Financial Group's State Street Communication Services Select Sector SPDR ETF position peaked at $373K in Q3 2025.
  • 524 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.